The setup checklist
The five steps that get a new organisation ready to message customers, and how to find, follow and hide the checklist.
Every new organisation gets a setup checklist that walks you through the few steps needed before your team can talk to customers on WhatsApp. It ticks steps off by itself as you complete them.
Note: The setup checklist is for Owners and Admins (the roles that can change organisation settings). Other roles don't see it.
Where to find it
- Right after you create your organisation, IconEngage opens Set up your workspace.
- Until setup is finished, a Finish setting up your workspace banner appears at the top of most pages. Click Continue setup to return to the checklist.
- On the Home page, the Get started section has an Open the setup checklist link. See The Home page.
The steps
| Step | What it means | Button |
|---|---|---|
| Verify your email | Confirm the address you signed up with. | Open profile |
| Name your organisation | Give your workspace the name your team will recognise. | Open organisation |
| Connect WhatsApp | Link the WhatsApp Business Account your customers message. | Go to WhatsApp settings |
| Register your first phone number | Set the 6-digit PIN so the number can send and receive messages. | Open WhatsApp settings |
| Invite your team | Bring in the people who will answer messages. | Open team |
The first unfinished step is highlighted. Each unfinished step has a button that takes you to the right page; finished steps show as done and lose their button.
You don't have to do the steps in order, and you can leave and come back at any time. The list updates itself when you return.
Step by step
- Verify your email. Usually already done: you verify your email before you can sign in. See Create an account and sign in.
- Name your organisation. Done when you create the organisation. To change the name later, see Organisation settings.
- Connect WhatsApp and 4. Register your first phone number. Both happen in one go when you connect with Facebook. See Connect your WhatsApp number.
- Invite your team. See Invite your team.
When you're done
When every step is complete, the checklist shows You're all set. The page stays available if you want to check it again later, and the setup banner stops appearing.
Hide the checklist
If you'd rather not finish the steps now (for example, if a colleague is connecting WhatsApp), click Dismiss checklist at the bottom of the page. The setup banner stops appearing for everyone in the organisation.
You can still reach every page from the menu, and you can complete the steps whenever you like.
Free trial reminder
While your organisation is on its free trial, the checklist shows how much of it is left, for example Free trial · 5 days left, or Free trial · ended once it's over. See Plans and the free trial.
If the checklist doesn't load
You see Could not load your setup checklist. Click Try again. If it keeps failing, contact support and quote the request ID shown on the page.
Still need help?
Write to us at [email protected] and tell us what you were trying to do. Already a customer? Sign in to IconEngage — the same articles are under Help in the app.